Purchases and Sales Made in Q1 2025 in Sun Life Financial Inc (SLF)
This table provides information about the institutional ownership of Sun Life Financial Inc (SLF) during Q1 2025. The information is specifically focused on institutions that hold shares of SUN LIFE FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-75- 0.63% |
$4.05K - $4.44K
|
11.9K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-78- 15.69% |
$4.22K - $4.62K
|
419
$27.1K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-87- 2.21% |
$4.7K - $5.15K
|
3.85K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-89- 1.08% |
$4.81K - $5.27K
|
8.19K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-96- 0.11% |
$5.19K - $5.68K
|
87.1K
$5.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-100- 1.08% |
$5.41K - $5.92K
|
9.19K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-100- 0.58% |
$5.41K - $5.92K
|
17.1K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 30.54% |
$6.7K - $7.34K
|
282
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-142- 23.09% |
$7.68K - $8.4K
|
473
$30.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-168- 4.0% |
$9.08K - $9.94K
|
4.03K
$261K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 30.3% |
$9.19K - $10.1K
|
391
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-185- 14.78% |
$10K - $11K
|
1.07K
$69K
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-200- 3.75% |
$10.8K - $11.8K
|
5.14K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-213- 1.08% |
$11.5K - $12.6K
|
19.6K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-229- 1.42% |
$12.4K - $13.6K
|
15.9K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-272- 0.05% |
$14.7K - $16.1K
|
589K
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-280- 1.43% |
$15.1K - $16.6K
|
19.3K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-281- 2.39% |
$15.2K - $16.6K
|
11.5K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 2.25% |
$16.1K - $17.6K
|
12.9K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-302- 0.84% |
$16.3K - $17.9K
|
35.8K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-318- 6.18% |
$17.2K - $18.8K
|
4.83K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-353- 2.93% |
$19.1K - $20.9K
|
11.7K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-573- 9.95% |
$31K - $33.9K
|
5.18K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-589- 0.47% |
$31.8K - $34.9K
|
126K
$8.12M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-597- 34.21% |
$32.3K - $35.3K
|
1.15K
$74.2K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-749- 5.59% |
$40.5K - $44.3K
|
12.6K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-787Closed |
$42.5K - $46.6K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-946- 2.36% |
$51.1K - $56K
|
39.2K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-951- 15.88% |
$51.4K - $56.3K
|
5.04K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1K- 50.0% |
$54.1K - $59.2K
|
1K
$64.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.04K- 22.31% |
$56.4K - $61.8K
|
3.64K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.08K- 2.96% |
$58.5K - $64K
|
35.5K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.16K- 2.67% |
$62.4K - $68.4K
|
42.1K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.29K- 1.56% |
$69.6K - $76.2K
|
81.2K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-1.3K- 0.8% |
$70.5K - $77.2K
|
162K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.33K- 2.99% |
$71.8K - $78.7K
|
43.1K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 2.39% |
$76.9K - $84.2K
|
58K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 1.89% |
$78.5K - $85.9K
|
75.3K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 1.37% |
$79.9K - $87.5K
|
107K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.5K- 22.25% |
$81.1K - $88.8K
|
5.24K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.85K- 22.73% |
$100K - $110K
|
6.3K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 20.45% |
$101K - $111K
|
7.28K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.9K- 2.48% |
$103K - $112K
|
74.7K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.91K- 21.47% |
$103K - $113K
|
6.98K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.54K- 23.02% |
$137K - $150K
|
8.49K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.64K- 4.36% |
$143K - $156K
|
57.9K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.09K- 38.98% |
$167K - $183K
|
4.84K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.38K- 4.93% |
$183K - $200K
|
65.3K
$4.22M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.57K- 16.99% |
$193K - $211K
|
17.4K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 41.29% |
$193K - $211K
|
5.07K
$328K
|